Richards Merrill Wealth Management

Charles Cowgill is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Richards Merrill Wealth Management, where he has worked since 2024. Prior to this, Cowgill worked at Charles Schwab & Co., Inc. from 2006 to 2024 and was a self-employed writer from 2013 to 2024. Richards Merrill Wealth Management is a team advisory firm managing approximately $643.6 million for around 1,270 clients, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm offers ongoing portfolio management and financial planning with investment strategies that include both long- and short-term trading, using fundamental, technical, cyclical, and charting analyses.

Steven Larson is a financial advisor at Richards Merrill Wealth Management in Spokane, WA, with 44 years of industry experience. He holds a Series 66 designation and worked at Richards, Merrill & Peterson, Inc. for 35 years prior to his current role. Richards Merrill Wealth Management is a team advisory firm managing approximately $643.6 million for about 1,270 clients, including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management and financial planning using a documented Investment Policy Statement and provides two advisory programs with discretionary or non-discretionary implementation, employing various investment analysis methods and both long- and short-term trading.

John Larson is a financial advisor with Richards Merrill Wealth Management in Spokane, WA, holding Series 63 and Series 66 licenses and possessing 41 years of industry experience. He worked at Richards, Merrill & Peterson, Inc. for 32 years prior to his current role. Richards Merrill Wealth Management is a team advisory firm managing approximately $643.6 million for around 1,270 clients, including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers ongoing portfolio management and financial planning, utilizing a variety of investment vehicles and analysis methods with both discretionary and non-discretionary implementation.

John Michael Larson is a financial advisor at Richards Merrill Wealth Management in Spokane, WA, holding a Series 66 designation with four years of industry experience. Prior to joining Richards Merrill & Peterson Inc in 2022, he worked at Stryker from 2016 to 2022. Richards Merrill Wealth Management is a team advisory firm managing approximately $643.6 million for about 1,270 clients, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm offers portfolio management and financial planning with a focus on mutual funds, equities, bonds, ETFs, and other securities, using both discretionary and non-discretionary strategies guided by documented client goals and risk tolerance.

Monique Corigliano is a CFP® certificant with 24 years of industry experience, currently serving at Richards Merrill Wealth Management in Spokane, WA. She was previously with Richards Merrill & Peterson Inc for 17 years. Richards Merrill Wealth Management is a team advisory firm managing approximately $643.6 million for around 1,270 clients, including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio management and financial planning services using a disciplined investment approach with a focus on mutual funds, equities, bonds, ETFs, REITs, government securities, and CDs.

Frederic Lefriec is a financial advisor at Richards Merrill Wealth Management in Spokane, WA, holding a Series 66 designation with 10 years of industry experience. He has been with Richards Merrill & Peterson Inc since 2016. Richards Merrill Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, as well as 401(k) and profit-sharing plans, trusts, estates, and business entities, managing approximately $514 million in assets. The firm employs a range of investment strategies including charting, fundamental, technical, and cyclical analysis, and offers both broad advisory programs and mutual fund modeled portfolios tailored to client risk tolerance and asset allocation.

Timothy Williams is a financial advisor at Richards Merrill Wealth Management in Spokane, WA. He holds a Series 66 designation and has over 13 years of experience in the financial industry, with prior roles at Washington Trust Bank and Umpqua Bank. Richards Merrill Wealth Management is a team advisory firm managing approximately $643.6 million for about 1,270 clients, including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management and financial planning with investment options including mutual funds, equities, bonds, ETFs, REITs, government securities, and CDs.

Thomas Kendall is a financial advisor at Richards Merrill Wealth Management with 26 years of industry experience. He holds a Series 66 designation and has been associated with Rock City Grill since 1998. Richards Merrill Wealth Management is a team advisory firm managing approximately $643.6 million for about 1,270 clients, including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management and financial planning with a focus on mutual funds, equities, bonds, ETFs, REITs, government securities, and CDs.

Mark Calkins is a financial advisor at Richards Merrill Wealth Management with 12 years of industry experience. He holds the Series 66 designation and worked at Richards Merrill & Peterson from 2014 to 2017. Richards Merrill Wealth Management is a team advisory firm managing approximately $644 million for around 1,270 clients, including high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management and financial planning with a disciplined investment process that incorporates various analytical methods and multiple advisory program options.